Data Lock in EPM Excel

[madhu_v5]

Hello All,

I have a requirement on Data lock on EPM Excel.

My scenario is: I want to restrict data input for certain  flow types for particular set of accounts

but out of which certain flow types flow types should be imputable.

I have f21 flow type restricted to Accumulated depreciation accounts should be restricted and same flow type should be

imputable to other GL account in the same report.

How can i handle this? please advise me

Regards,

Madhu

[cecilia_petersson2]

Hi Madhu,

You can combine it with Vadim's suggestion to use Data Validation (Custom type) rather than data locking. An advantage of this is that you can enter a custom message if someone tries to input in a restricted cell. In my screenshot, the data validation formula for D2 would be =C2=0, meaning that you only can input if the combination is non-restricted.

/Cecilia

[cecilia_petersson2]

Hi Madhu,

I suggest creating a list with "forbidden" combinations (concatenated in column H). Then create a local member (column C) that indicates whether the combination is restricted or not. Use the local member in the EPMFormattingSheet to lock the cell if the value is 1.

/Cecilia

[former_member186338]

Hi Cecilia,

If it's possible to somehow create a local member like "Restricted" in your sample (using some property of account or some other way) then it's better to use Excel Data Validation rule on the formatting sheet pointing to the cell with local member result.

Vadim

[madhu_v5]

Hello Vadim,

Could you please illustrate me with how to use data validation functionality in order to use data lock.

My scenario is particular set of GL s only access to inpupt flow where the flow types has given. like wise I have to apply lock for the rest of the flow types. But same flow types may be restricted to some other set of GL accounts. Say for example I have a flow type F888 should be allowable to input in particular set of GLs and restricted to other set of GLs.

How to maintain this .. pls advice me

[madhu_v5]

Hello Cecillia Petersson

Thanks for your reply. Please let me try ur's suggestion.

Thnaks
 
Madhu

[former_member186338]

How many flow types do you have?

[madhu_v5]

Around 30 flowtypes

Regards,

Madhu

[Former Member]

Hi Madhu,

      You can try the option "At Intersection only" in Read Only tab & select all the Accounts , Products & Flowtypes you need to restrict access ... As shown below

Data Before Modification...

Data After deletion ..."Member which are restricted above are not deleted"

Thanks & Regards

Aravind

[former_member186338]

Can you describe the relationship matrix between account and flow?

And by the way, why you want to show locked intersections at all?

Vadim

[anil_agrawal]

Hi Madhu,

Use Read only data option in EPM EDIT Report. First select Account dimension and member Accumulated depreciation then after select Flow Dimension and member F21.

Thank

Anil

[madhu_v5]

Hello Anil,

I have done the same using the read only function but its applying lock for all. I have all BS accounts i cant select one by one account.

Regards,

Madhu

[anil_agrawal]

Hi Madhu,

I also tried using the read only function and it is working according to your requirement .You have to maintain a dimlist property for the Flow Type dimension. In read Only section of Report Editor you have to give the desired dimension member to whom you want to tie up with dimlist .Please don't forget to select "At intersection Only" option. Where ever it will get the dimlist property value equals to "True " it will lock the desired account.